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2014-12-15 17:21 | Report Abuse
we're into the real share crisis, today it's same scenario like year 2008 september time, where everybody face is like can't believe what they saw on the screen. Hope we can pass through this ASAP. The lesson i learn is NO MORE UMNO related share, NO MORE EPF as big shareholder involve, and Management will buy back one, you see YTL so steady, last year near 7% dividend yield. But regret is too late...
2014-12-15 11:17 | Report Abuse
i am 15/16 now whether to leverage or not. But outside other stocks also like cheap sale. So i not sure whom to pick. I foresee there's no recovery at these days, IS IS just launch attack at Sydney. So now the story is oil price crisis + terrorism. So all, ready your brave heart
2014-12-15 10:26 | Report Abuse
One thing for sure, this is a soft econ crisis after year 2008 Lehman Brother case, it took about 5 months slumping from day 1 and back to recovery. The only way oil price will spike is Russia and Iran kneel down and seek for mercy, then the final show down is OPEC vs USA. But you are right, when it rebound it will lagi fierce, just like the ball bouncing theory. Problem now is mental pressure, almost at the edge of collapse.
2014-12-15 10:04 | Report Abuse
free fall my mate, should we leverage?
2014-12-12 16:56 | Report Abuse
13% in one weeks, blood bath mtf..
2014-12-12 12:09 | Report Abuse
fortunebullz direct change name to fortuneteller lah better
2014-12-11 19:16 | Report Abuse
To all fellow UEMS holder, any opinion and outlook on this counter? Feel like cut lose but what to invest then? i just afraid from one shit shift to another shit only...i keep on reading on the annual report i really cannot figure why they lose to SPSetia and Sunway nine street in performance?
2014-12-11 16:50 | Report Abuse
i just afraid this is another MRCB, then really siap
2014-12-11 12:24 | Report Abuse
tabung haji is buying, is it they making a low price form them to go in? it's really ridiculous the price is like free fall. Lesson learn: really regret buying those counter related with khazanah, epf, UMNO etc. manipulated
2014-12-10 11:42 | Report Abuse
drop like no daylight, now seems like property sector being attack..
2014-12-05 10:03 | Report Abuse
hi all sifu, can tell what is the merger between CIMB, RHB and MSBS story? What will happen to RHB if Bank Negara approve on this deal? catch no ball on this
http://www.todayonline.com/business/cimb-rhb-capital-and-mbsb-merger-create-msias-biggest-bank
thank you
2014-12-04 09:48 | Report Abuse
Project based company biggest challenge is payment schedule. If principle not pump in time, confirm die qiao qiao one
2014-12-03 10:34 | Report Abuse
no U turn on oil price until Iran and Russia knee down ask for mercy from the western power, this is oil price war buddy, it happened many times already. OPEC rules the world still. Stock analysis report? still got people trust on it? Got time i better read annual report, check on the accounting and business model loh. People pay them to write man, too many water inside the content
2014-11-28 12:16 | Report Abuse
@Kian Leong Lim is talking human language loh, give you a like
2014-11-28 10:30 | Report Abuse
Guys, try to google this keyword "petrobas financial crisis", you should see how skpetro partner doing, just afraid more scandal come out then skpetro continue bleeding only. amen
2014-11-27 20:22 | Report Abuse
this account stay stabil, even though not perform like SPSetia, Sunway, but every property counter still in the darkest moment before the dawn. But UEMS got a lot landbank, this is their triumph card. Not going to touch it, let it float
2014-11-27 11:38 | Report Abuse
When their brazil partner having account fraud issue, the management immediate jump out to say payment no issue, very fishy move, timing super chun. Now just afraid if the thing getting worse in Brazil, this definitely a heavy punch on the cash inflow. This company 60% of its business at Brazil, and Brazil economy is shaking, no more BRIC miracle anymore. Somemore its fundamental gearing too high, yes it do have a lot of asset, but all using debt to built it. Shaky business model, but still can short-term speculate. Ready bullet to grab when it's free-fall mode coming days, kching kaching.
2014-11-27 11:24 | Report Abuse
Risk of De-list from syariah-compliant list..expect another round of price dipping
2014-11-26 19:19 | Report Abuse
Qtr result release, maintain stability, but never shown the glorious moment of hundred million earning ....
2014-10-20 20:28 | Report Abuse
wow, JB property boh gan dan eh, but for sporean it is super cheap.
2014-10-17 20:13 | Report Abuse
look like the catalyst will be the HSR. Year 2018? I afraid Msia govt that time debt ratio too high and call off only. But nonetheless, Iskandar still look attractive because of wealthy Sporean. I guess sooner Spore really no more land to build HDB anymore, if Johor govt offer better condition like tax waiver and enhancement on public transport, definitely people will move to Iskandar then.
2014-10-17 14:46 | Report Abuse
you mean supply more than demand will happen? Is there other commercial development in pace with this, like shopping mall, office etc? Actually where is the CBD area? Is it still JB? Really lose track on the Iskandar development plan, look really attract when it launch, but now i guess all press handbreak to slow the pace. But as long as it is still inline, i do believe Iskandar will be the pearl of southern Msia.
2014-10-17 13:05 | Report Abuse
hng33 , if you read MBB research, UEMS trying to avoid the dog fight situation with other contractor/property company in Iskandar. Years before the policy on foreigner property gain tax and 0.5 million minimum buying really a heavy punch, impact till now. Plus, is the public transport develop and plan well at Iskandar - JB area? I never been to Iskandar, i hope one day i can travel to there. One thing i do believe: as long as no deflation happen, property still have hope. Good luck to all UEMS' holder
2014-09-26 14:01 | Report Abuse
landswap, no cashflow liao, got so many land built graveyard meh?
2014-09-24 17:51 | Report Abuse
any bad news again? look like all dump at closing moment. seem like any insiders know something shit happen. How about this year Malayis Budget, any stupid rules against property sector?
2014-09-24 13:25 | Report Abuse
10 yrs? this counter one day drop 1 cent, will vanish in 1 yrs then. i swear i no more buy any counter with GLC or pro-government one, all like blackhole
2014-09-19 15:16 | Report Abuse
fundamental can't reflect on this counter. They not even doing worse but other also good in scoreboard like SPSetia, even Huayang. Whoever cover by Khazanah is really hollan, cause money all dump to save MAS....
2014-09-17 18:11 | Report Abuse
wtf on this counter, anyone know why keep on sliding?
2014-08-29 16:08 | Report Abuse
even sunway 2nd qtr earning is more than UEMS, damn
2014-08-26 20:02 | Report Abuse
problem is, after cutting loss, buy who? the one cun cun one already spike, sian :(
2014-08-25 20:18 | Report Abuse
we got few challenge ahead, budget 2015, if govt come out those stupid regulation to tax gao gao on foreign buyer, then Iskandar is only syok sendiri. Then BNM if push up interest rate, getting lesser people qualify to do get loan and buy property. Last, the greatest impact GST, what will come off from this, nobody know. I will cut half, it really make no different on my deficit, i already numb
2014-08-25 16:54 | Report Abuse
other property company qtr result also drop in revenue and profit, like SPSETIA, but ppl share price is never go down. UEMS land is like everyday drop a bit, cut you softly, one qtr after drop 5-10%, then accumulate from peak 3.6x till now almost 50% decline, wtf
2014-08-21 20:32 | Report Abuse
SPSETIA, HUAYANG, SUNWAY etc all property share but ppl standing still. Always say biggest landbank but share perform like shit.
2014-08-20 10:33 | Report Abuse
worry on the quarter report anytime on these days, i guess what trigger the selling pressure probably foresee the result koyak. Those company related with UMN* is really die...
2014-08-19 18:06 | Report Abuse
when ppl party, celebrating, but UEMS continue break record - 52 weeks low. Seriously this counter really got problem. And i also got problem believe in it
2014-02-11 09:44 | Report Abuse
i see Arcoris, thanks for correction
2014-02-05 08:10 | Report Abuse
KLIA2 delay again, UEMS is the main con, i think the price will kena chop again...
2014-01-24 18:35 | Report Abuse
roller coaster counter, no ang pao this year...
2014-01-23 17:10 | Report Abuse
long long long time ago, i remember UEMS also got such experience before, panic throw until 1.6x. when everybody give up then one news shoot up to 2.4x, then bulls run till 3.x. If it's positive move then will buy to increase unit. Good luck UEMS-holder
2014-01-23 09:46 | Report Abuse
knight1, but thing hor is this company fundamental is solid, at mother company UEMS and got khazanah at back support. Like dunno which taiko mentioned before, earn so many but dividend yield is like give to begger one. Would it be "somebody" ATM machine when doing any campaign or what
p.s: go see who is the director of khazanah B.O.D
2014-01-22 21:55 | Report Abuse
all sifu, i would like to ask, beside kena kick out from KLSE index 30, what actually drag down this counter? i don't see other property and construction company doing this bad like UEMS lately doing?
2013-12-26 11:23 | Report Abuse
cause HL also kena "trap" inside? It s0-call analysis totally marketing only...
Stock: [UEMS]: UEM SUNRISE BERHAD
2014-12-16 09:27 | Report Abuse
this counter under perform if compare to Sunway and SPSetia. But definitely will leverage when market stay stable from now. Bro Kah Chin you really a UEMS counter tracker !!